Signals

← Signals

☆DFEV

248 in-universe funds with a nonzero position in DFEV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1345
Score / z0.016 / 0.01
Consensus87.06 over 152 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 89.5 5.9% 3 +0.3 pp +0.3 pp +5.9 pp +5.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 45.2 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 28.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 24.7 7.9% 3 +0.2 pp +0.0 pp +7.9 pp +7.9 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 23.8 7.0% 3 -0.2 pp -0.9 pp +7.0 pp +7.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 22.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 22.8 3.4% 3 +0.1 pp +0.1 pp +3.4 pp +3.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 18.6 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 16.3 7.6% 3 -0.0 pp -0.3 pp +7.6 pp +7.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 14.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 14.2 4.0% 3 -0.1 pp -0.5 pp +4.0 pp +4.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 13.6 4.7% 5 -0.4 pp -1.0 pp -0.6 pp -0.6 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.9 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 11.8 3.4% 1 +3.4 pp +2.5 pp +3.4 pp +3.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 11.2 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 9.0 4.8% 3 +0.1 pp +0.2 pp +4.8 pp +4.8 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 8.9 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 8.5 2.0% 3 +0.7 pp -0.0 pp +2.0 pp +2.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 7.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 6.7 2.8% 3 +0.4 pp +0.4 pp +2.8 pp +2.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 6.1 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 6.0 0.3% 3 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.6 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 5.4 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 5.1 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.1 2.6% 3 +0.4 pp +0.6 pp +2.6 pp +2.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 4.5 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 3.7 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.7 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 3.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 3.4 2.1% 3 +0.3 pp +0.6 pp +2.1 pp +2.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 3.1 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.9 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.8 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 2.7 2.2% 3 +0.2 pp +0.4 pp +2.2 pp +2.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 2.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 2.0 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.9 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 1.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.6 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 1.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.5 1.3% 3 +0.1 pp -0.6 pp +1.3 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.3 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.3 1.1% 3 +0.2 pp +0.7 pp +1.1 pp +1.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 1.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.6 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFEV). Qtrs Held counts distinct quarters this fund has actually held DFEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFEV position size. Δ columns are the percentage-point change in DFEV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status